See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,543 | $73,933+18.4% | $96,683-9.5% | $75,163+16.5% |
| Participation rate | 52.2% | 66.4%-14.2pp | 74.3%-22.2pp | 67.2%-15.0pp |
| Annual return | 15.29% | 26.70%-11.4pp | 35.69%-20.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,092 | $2,928-28.5% | $3,737-44.0% | $2,670-21.6% |
| Participant deferral / active EE | $3,283 | $3,659-10.3% | $4,878-32.7% | $4,125-20.4% |
| Admin fee / account holder | $2,786 | $5,216-46.6% | $6,730-58.6% | $5,651-50.7% |